If a comprehensive look at your finances is more planning
than you need, consider a specific planning session. These are geared toward
more common financial concerns and are priced at a lower rate to accommodate
these needs.
All sessions are based on time needed to work in session and
complete outside research at $80 an hour.
If you don’t see a session listed that you need help with,
please email me at verhanika@artisticfinancial.com to receive a quote within 48
hours.
Household Budgeting- $75
In this one-time extended session we’ll look at all your
bills and expenses and your income. We’ll come up with a balanced budget so you
end up in the black every month while still accommodating all your necessary
expenses.
This session can also be done over the phone.
Roommate Bill Division- $60
Do you and your roommate have drastically different incomes?
Do you fight over who should pay how much on your bills? Or do you just have a
hard time paying bills each month on time?
Through this single session, we’ll look at all your bills
and determine the best way to split household costs and bill paying. This will
also insure that you live in relative harmony not having to track each other
down to pay the water bill and make sure your rent check doesn’t bounce.
This session would also be appropriate for couples new to
living with each other.
Retirement Consultation- $120
If your retirement plan is your only major financial concern,
then this 2 part planning session will be exactly what you need. In the first
session we’ll discuss what you’d like your retirement to look like including
your lifestyle choices and how they will impact what you need. We’ll take a
look at your income streams and where your current savings are and how they are
invested.
In the second session I’ll project for you how much savings
you will need in order to live the retirement you want and give you the in
depth analysis for how you will get there. I’ll also include the best options
you have for where to bank and how to start investing so you can move forward
with confidence that you are making the best decisions for your future.
Vacation Savings- $40
Have a great vacation in mind but just don’t know how you’re
going to fund it? In this session we’ll come up with a budget for your travel
plans and figure out how to save for it so you’re ready to go to your
destination with only the concern for the TSA rules on your mind.
This session can also be done over the phone
Wedding Savings- $120
Congratulations on your engagement! Now comes the scary part
of planning for the cost of your wedding. In this extended session we’ll look
at your goals for your wedding and come up with a plan by looking at all your
revenue streams, current savings and figuring out how much you have to save in
order to start your marriage without debt.
In addition to the financial side of it, I can also offer
wedding planning services for an additional fee that is determined on the size
and scale of the wedding.
If you purchase the Wedding Savings Session in addition to
the Newlywed Package you will receive a 15% discount!
College Savings- $40
Looking forward to your child’s college days? In this
session we’ll look at the best savings options for your family to make sure
your student is set up for success in their higher education. We’ll figure out how much you want to save
and if that includes tuition, room and board, books, expenses and all the other
accessories that come with a college degree (like their first sweatshirt!).
We’ll look at state college savings plans, different scholarship plans in
addition to traditional savings accounts to figure out the best option and
determine how much should be put away to accomplish your goal.
This session can also be done over the phone.
